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《大行報告》美銀證券上調Meta(META.US)目標價至510美元 季績穩健展望更好
阿思達克 02-05 15:41
美銀證券表示,Meta(META.US)第四財季營收為401億美元,高於市場預期390億美元,主要受Reels、訊息傳遞、AI產品/工具及Quest 3推出驅動。期內,每股盈利5.33美元,遠高於市場預測的4.92美元。月活躍用戶數為31億,按年增3%,略高於市場預期。令人驚喜為第一財季營收指引達345億美元至370億美元,高於市場預測的334億美元。 美銀證券上調Meta首財季收入預測8%至362億美元,每股盈測上調22%至4.45美元。2024財年收入預測升6%至1,620億美元,開支升1%至970億美元,每股盈測升16%至20.99美元。2025財年收入預測升7%至1,820億美元,開支升2%至1,090億美元,每股盈測升18%至24.06美元。2024年資本支出上調32億美元至355億美元。 美銀證券相信,Reels、訊息傳遞和AI驅動的廣告改進仍處於早期階段,並可能在2024年進一步上升。此外,基於大額資本支出預算、內部AI超級電腦、內部開源語言模型(LLM)和客製化人工智慧晶片,該行認為Meta的AI資產在股價中被低估。基於2025年通用會計準測每股盈測由20.43美元,上調至24.06美元,該行將Meta目標價由425美元,上調至510美元,重申評級為「買入」。
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